Skip to main content

Form Templates

Form Templates are reusable sets of fields that you can drop onto a task as its completion conditions. Instead of rebuilding the same checklist every time, you define it once and reuse it.

Where to Find Them​

Go to Tasks → Form Templates.

What a Template Contains​

A template is a set of fields — for example a text box, a number, a date, a single-choice option, a checklist, or a file upload — plus display-only headings and notes to organize them.

Common uses:

  • An onboarding checklist
  • A review form with a score and comments
  • A request intake form with required details

Using a Template on a Task​

When creating a task, choose a template in the Form Template field. Its fields are copied onto the task as completion conditions, and the person doing the task fills them in before marking it done. See Completion Conditions.

The task keeps its own copy of the fields, so editing the template later doesn't change tasks that already used it.

Templates in Processes​

Blueprint steps can also use a form template, so every task the process creates comes with the same fields. See Blueprints.

Tips​

  • Build templates for repeatable work — onboarding, reviews, intake
  • Keep them focused — one template per kind of task
  • Mark fields required when they must be filled before a task can close